We are concentrated, long-term, value investors. We construct our portfolio with a relatively limited number of companies to focus our research. We view short-term price volatility as opportunity, not risk, and seek to exploit time arbitrage – the investment community’s obsession with short term returns. We have found that over a five-year plus time horizon, owning good businesses at low valuations and patiently waiting for the market to recognize their value has been a profitable strategy.

BloombergSen manages the wealth of individuals, families, endowments, foundations, and pension funds. A significant portion of the assets managed include those of the firm’s Principals. The firm has been ranked in Barron’s Top 100 funds globally (2014-2017).

BloombergSen funds are only available privately in certain jurisdictions and you must meet the eligibility requirements.  BloombergSen funds are only suitable for sophisticated investors and require the financial ability and willingness to accept the risks that are characteristic of our investment strategy.  Nothing linked to this profile constitutes an offer to sell or a solicitation of an offer to purchase units in BloombergSen funds.  

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BloombergSen Investment Partners

Jonathan Bloomberg

David Spencer

Sanjay Sen

Madelaine Barnicke

Sarah S.

BloombergSen Investment Partners

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